SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,655,342 | -5.0% | 93,387 | -1.5% | 0.02% | +200.0% |
| Q2 2023 | $4,900,364 | +24.7% | 94,785 | +15.4% | 0.01% | -92.4% |
| Q1 2023 | $3,929,530 | +12.1% | 82,121 | +4.0% | 0.08% | +79.5% |
| Q4 2022 | $3,506,334 | +9.6% | 78,985 | +3.7% | 0.04% | +10.0% |
| Q3 2022 | $3,199,000 | -5.2% | 76,177 | -1.5% | 0.04% | -2.4% |
| Q2 2022 | $3,376,000 | -16.2% | 77,314 | +2.5% | 0.04% | -2.4% |
| Q1 2022 | $4,028,000 | -7.3% | 75,434 | +96.3% | 0.04% | 0.0% |
| Q4 2021 | $4,344,000 | +36.6% | 38,425 | +25.5% | 0.04% | -2.3% |
| Q3 2021 | $3,180,000 | +0.1% | 30,617 | +0.5% | 0.04% | -4.4% |
| Q2 2021 | $3,177,000 | -11.1% | 30,465 | -17.5% | 0.04% | -21.1% |
| Q1 2021 | $3,572,000 | -3.2% | 36,936 | -9.0% | 0.06% | -5.0% |
| Q4 2020 | $3,691,000 | +20.5% | 40,567 | +5.5% | 0.06% | +5.3% |
| Q3 2020 | $3,062,000 | +3.2% | 38,447 | -4.8% | 0.06% | -12.3% |
| Q2 2020 | $2,968,000 | +514.5% | 40,402 | +405.6% | 0.06% | +333.3% |
| Q1 2020 | $483,000 | -14.4% | 7,991 | +9.0% | 0.02% | 0.0% |
| Q4 2019 | $564,000 | +70.4% | 7,333 | +56.9% | 0.02% | +50.0% |
| Q2 2019 | $331,000 | – | 4,674 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |